Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Pluely: A lightweight open-source desktop AI meeting assistant that captures system audio for live transcription and on-call answers without joining as a visible bot. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Pluely when running a privacy-conscious, locally processed meeting helper via ollama matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
A lightweight open-source desktop AI meeting assistant that captures system audio for live transcription and on-call answers without joining as a visible bot.
Close Notetaker is an AI notetaking capability built directly into Close, a sales CRM aimed at small and mid-sized teams. It automatically transcribes and summarizes calls and meetings within Close, covering both human-rep conversations and calls handled by Chloe, Close's AI sales teammate. Because it lives inside the CRM, every captured conversation is stored, searchable, and tied to the relevant contacts and deals, so sales reps can review what was discussed without taking manual notes during the call. According to Close, Notetaker is available to all customers and works out of the box with no separate configuration, alongside other Chloe capabilities such as pipeline suggestions and CRM enrichment. Transcription supports calls made in more than twenty languages, which helps teams operating across regions. By keeping recordings, transcripts, and summaries within the same system that holds the pipeline and customer records, Close Notetaker reduces context switching between a standalone notetaker and the CRM, and keeps conversation history attached to the accounts it relates to. It is positioned as a core feature of the Close platform rather than a separate purchase. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Pluely is an open-source AI meeting assistant created by independent developer Srikanthnani and released in 2025 as a privacy-first, bot-free alternative to commercial in-meeting copilots. Built with Tauri, the app is roughly 10MB and launches quickly, running as an always-on-top overlay on macOS (Apple Silicon and Intel), Windows, and Linux. Rather than sending a participant into your call, Pluely captures system audio and microphone input directly on your device, converts speech to text, and can surface AI responses and notes during a meeting, interview, or presentation. It is bring-your-own-key, so users connect their own provider credentials; it supports a wide range of large language models, including OpenAI, Anthropic Claude, Google Gemini, Grok, Mistral, Cohere, Ollama, and custom endpoints, alongside multiple speech-to-text engines such as Whisper, Deepgram, ElevenLabs, Groq, and Azure. Because it is GPL-licensed and fully inspectable, teams can audit or modify the code, and local model options via Ollama allow processing to stay on the machine. As an indie project it depends on external API keys for most capabilities and is still maturing. Confirm features and any usage policies on the official site. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Pluely is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Pluely |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Bot-free capture of system audio and microphone for live transcription |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Always-on-top overlay app for macOS, Windows, and Linux |
| Team usage | Searchable conversation records tied to contacts and deals | Bring-your-own-key support for many LLMs (OpenAI, Claude, Gemini, Grok, Mistral, Cohere, Ollama, custom) |
| Integrations | Transcription across more than twenty languages | Multiple speech-to-text providers (Whisper, Deepgram, ElevenLabs, Groq, Azure, and others) |
| Languages & capture | Works out of the box with no separate configuration | Lightweight (~10MB) and fast to launch |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Open source under GPL with optional local processing via Ollama |
Close Notetaker
Choose Close Notetaker if you need close crm sales teams capturing call and meeting summaries automatically — strengths include lives natively inside close crm, keeping notes attached to records.
Pluely
Choose Pluely if you need getting live transcription and ai assistance during meetings without a visible bot in the call — strengths include free and open source with fully inspectable code.
Close Notetaker
Pluely
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Pluely is strong for getting live transcription and ai assistance during meetings without a visible bot in the call. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Pluely is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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